Documents

Preview

Online preview of most file formats: PDF, images, videos.

Chat

Discuss documents, ping people, or create the following activities to track activities to do on a document.

Links

Upload regular files, or create documents as links (e.g. Google Doc files)

Owners & Contacts

Assign documents or Odoo records such as invoices, tasks, etc. to users, customers, or vendors.

Spreadsheets

Create new spreadsheets or work on existing ones.

Organize

Folders

Hierarchical folders allow to define workspace with their own tags and actions.

Tags

Set multiple tags to structure documents per folder.

Resources

Documents linked to resources (invoices, tasks) are integrated in the document management system

Easy filters

Define your filters and save the most used ones into favorite filters you can share with other users.

Split PDFs

Split multi-pages PDFs into several documents; very useful when you scan documents in batches.

Work in Batch

Tag, preview, or launch actions on a set of documents simultaneously to work in batches.

Trash

Deleted documents remain in the system's trash for 30 days and can be restored before permanent deletion.

Access Rights

Access rights are easily customizable per folder.

Collaborate

Share Folders

To grant access to external users and allow them to preview, download, and upload new documents from the shared workspace portal.

Share Documents

Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.

Email Gateway

Configure your scanner to send PDFs to a specific email address. Scanned files appear automatically in your workspace. Define rules to set tags and folders automatically according to the email.

Workflows

Customized Actions

Define automated actions per folders, contacts, and/or tasks: create documents, process bills, sign, organize files, etc.

Lock / Unlock

Ability to lock a file to warn other users that a specific document is being modified.

Document Requests

Ability to create "missing documents" and organize them like documents to remind people to upload them.

Validation Process

Easily implement custom validation processes with tags and automated actions.

Integrations

Odoo Proje icon
Proje

Project management - Create tasks from documents. (e.g. specification of a task to be converted).

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Odoo Giriş icon
Giriş

Electronic Signature - Integrate Odoo Documents with Odoo Sign to sign documents or request signatures.

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Odoo Faturalama icon
Faturalama

Create vendor bills from PDF or Images documents. The Artificial Intelligence engine will process bills automatically.

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Odoo PLM - Ürün Yaşam Döngüsü Yönetimi icon
PLM - Ürün Yaşam Döngüsü Yönetimi

Integrate documents with the PLM to track versions of plans or worksheet on the product form, or engineering change orders.

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